Meet The Team
Paul offers his clients a lifetime of experience in the finance industry. Before starting Absolute Wealth Advisers 12 years ago, Paul came from a banking and investment background and has been involved in some of the most complex deals in Australian finance. His years of experience have taught him that money can often be over engineered. “People get carried away chasing exciting ideas and big returns when nine times out of ten a simple approach achieves far better results.”
Paul is uniquely experienced in his understanding of international assets (particularly US holdings) and offers a cool head in times of turmoil. He is known for his personal approach to wealth management and believes in explaining finance in a way you can
understand, even when the structures and transactions are complex. Many of his clients consider him a good friend and a trusted sounding board.
Paul holds a Bachelor of Economics, Masters in Business – Finance and a Diploma of Financial Planning. He is also a Fellow Chartered Financial Planner with the Association of Financial Advisors and a Registered Tax (Financial) Adviser with the
Tax Practitioners Board.
Since starting Absolute Wealth Advisers 12 years ago, Dean has become a leading mentor to some of the most awarded young talent in the financial advice industry. His superb ability to implement an efficient business model with high standards in detail, duty and compliance has set the groundwork for Absolute Wealth Advisers to be able to offer impeccable and focussed service.
In working directly with clients Dean is passionate about developing a financial strategy that fits with their goals, objectives and passions in life. "Investment portfolios and returns are the last thing that I talk to a client about. Investments need to have a context which are your personal goals."
Dean has held several positions on family boards of high net wealth family clients and has directed teams of accountants and lawyers in managing family affairs. He has an Honours in Economics, a Diploma in Financial Planning and is a member of the SMSF Professionals’ Association of Australia
Stella is both an experienced Wealth Adviser and a knowledgable insurance specialist. Known for her dependable, affable approach to work and life, Stella is driven by a desire to achieve exceptional outcomes for her clients.
Central to her approach to managing wealth for her clients is ensuring their family and their lifestyle are fully protected against any type of unforeseen life event. Stella has managed many families through crisis and been able to facilitate timely insurance payouts to assist them when they needed it most.
"Financial success is often about getting clear on the simple things like cashflow management. It can help client’s meet financial life goals and create the freedom to pursue more. Our Private Wealth Pathway system is both methodical and holistic - it gets clients on track across their whole financial landscape and helps them stay there."
Stella has a Bachelor of Business in Financial Planning.
Aaron, our trusted Associate Adviser has been with Absolute Wealth Advisers for three years. Prior to joining us Aaron gained valuable experience in fostering client relationships whilst working in high net wealth client service roles.
Aaron’s talent for wealth management is anchored in his passion for investing. He keeps up to date with global markets and adds value to our team with consistently well researched market insights.
In addition to managing his own clients, Aaron supports Dean, Paul and Stella with the
implementation of a range of investment strategies.
He has recently completed Cert III & IV in Financial services and has a Diploma of Financial Planning and a Graduate Certificate in Financial Planning. Aaron is currently studying masters at Kaplan. In his spare time he is a keen vexillogist.
Bentley helps keep the wheels turning at Absolute Wealth Advisers. He assists our Wealth Managers with accurate client data management and “fact find” research. Bentley also quality checks our Statements of Advice and reach out to insurance providers for other financial planning updates.
Katy is an invaluable assistant to Stella and helps with the every day management of his client's accounts. She makes sure our client requests are actioned promptly and follows up on all admin tasks, data management and research.
Katy also assists in the fact checking of Statements of Advice and works with external providers to ensure all client records are up to date.
Jolly helps supports our advisers in executing financial plans for our clients. She works hand in hand with insurance and product providers to obtain necessary documents and requirements, then makes sure our client requests are actioned promptly. .
Outside of work, Jolly enjoys reading books and listening to music, candle making and crocheting.